Salesforce

Create feedback in ProdPad from Salesforce

If you want to collect feedback in ProdPad from Salesforce, you can do that using Zapier.

You will need:

Steps

  1. Getting your accounts ready
  2. Connecting your accounts

Getting your accounts ready

To connect your ProdPad account to Zapier, make sure you have a Premium Account. You can learn more about getting started with Prodpad on Zapier, here.

To link Salesforce to ProdPad using Zapier, you will need to have authorized Zapier access. You can learn more about getting started with ProdPad on Zapier, here.

Connecting your accounts

Click here to create feedback in ProdPad from Salesforce cases.

1. Connect with your Salesforce account by providing your Username and Password. Alternatively, select an already connected account.

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2. Click Ok, continue.

3. Connect with your ProdPad account by specifying your API Key. You can grab this from under the API Keys tab in Profile Settings on ProdPad. Alternatively, select an already connected account. Click Yes, continue.

4. Select which Salesforce fields will be used to create new ideas in ProdPad.

5. Click Save + Finish to complete the Zap.

Now test the Zap to make sure it works. Once you're satisfied with the results, you're all set to subscribe Salesforce customers to ProdPad!

Note: If you ever want to change this ProdPad and Salesforce integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that's possible with ProdPad on Zapier, and other ways to connect ProdPad and Salesforce.

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